To help you meet record-keeping requirements, ShareFile can archive, rather than delete, account files, folders, sent messages, active and inactive links, and notifications for a minimum of three years. You can even allow your designated third party to search and export files, links, messages and activity logs directly from your ShareFile account.Watch the video

CRM integrations

Improve file access, sorting and uploading

ShareFile allows you to integrate with systems that you already use and access your ShareFile account directly in your CRM, streamlining report access and eliminating the need to manually sort and upload documents.

Client vault

Easy tools let your clients sendand receive confidential files

We make sure ShareFile works for you and your clients. ShareFile balances usability with security and lets you host a client vault that offers direct delivery of client statements, forms and other documents. You can even post or email a link that allows clients to instantly upload secure documents for you.

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Call now to discuss feature packages and pricing that are builtfor your business: 1-800-441-3453.

Citrix and ShareFile are trademarks of Citrix Systems, Inc. or a subsidiary thereof, registered in the U.S. Patent and Trademark Office and other countries. All other trademarks are the property of their respective owners.